See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,855 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,584 | $93,182+0.4% | $146,665-36.2% | $79,386+17.9% |
| Participation rate | 89.1% | 76.4%+12.7pp | 80.1%+9.0pp | 70.7%+18.4pp |
| Annual return | 13.08% | 21.61%-8.5pp | 22.74%-9.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,275 | $4,169-21.4% | $5,506-40.5% | $4,046-19.0% |
| Admin fee / account holder | $82 | $585-86.0% | $10,280-99.2% | $626-86.9% |